Setup
You will need the following permission in your security group:
Can see all tasks.
Can update tasks.
Can see task authorisation limit.
Click here to learn about permissions and security groups.
How to set or edit the authorisation limit on a task for field users and contractors
1. Navigate to Tasks and view the task.
2. On the Details panel, hover over Authorisation field and click the pencil icon.
Field users can see the Authorisation Amount on a task only if their security group has the Can see task authorisation limit permission.
3. In the Update Task pop-up, enter or adjust the Authorisation amount (ex Tax) for field users, or expand Set additional authorisation info… to set the Contractor Approval Limit (ex Tax) for subcontractors.
Provide an Authorisation Limit on the Do & Charge billing contract for the Authorisation Amount to populate on I&T tasks generated from routines included in the contract.
Select Subcontractor and enter Subcontractor Price on the routine level for authorisation to be automatically pre-filled on I&T tasks generated with this level.
4. Click Update.